Course Number: SBAE 6488 (1.50 CEUs/15 Hours)
A conservator or trustee has legal status. The conservator is responsible via court appointment to a protected person. Through a contract, a trustee is responsible to the beneficiaries of a trust. In both cases, fiduciaries must show and document prudent use and protection of the assets they are managing. Get an overview of the accounting and record keeping procedures that a fiduciary uses to document all transactions and protect the fiduciary. Class lectures and discussions review the accepted standards for tracking accounts, record keeping, and accounting procedures. Class discussions also provide suggestions on how to avoid situations or procedures that could be interpreted as conflicts of interest or otherwise be unethical.
Please note: Students are welcome to register for these courses through the first Wednesday following the start date of each course, provided that the course has not reached full capacity.
If you missed the registration window or have any questions, please contact UE Student Services at eipconnect@fullerton.edu.
Note: Click on the schedule number (i.e. E125-11103) to view more course information.
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